Trustee of parents trust won’t give me any information
If the trustee of a family member’s trust won’t give you any information, send a written request to them. The trustee is obligated to provide each beneficiary with information.
What Happens to Beneficiaries Who Make Frivolous Account Objections?
When a beneficiary objects to a trust accounting, the objection must be in good faith. If not, the beneficiary may face financial penalties.
Know the Difference Between Conduit and Accumulation Trusts
Administering an estate with retirement assets has many potential pitfalls. Click here to learn the differences between Conduit and Accumulation Trusts.
7 Factors for Making Discretionary Distributions of a California Trust
Administering a trust that contains discretionary distributions may be overwhelming. View here for helpful factors to consider from a Riverside trust attorney.
Successor Trustees Owe a Duty of Loyalty
During the administration of a trust, a trustee owes a duty of loyalty. A breach of the duty of loyalty could lead to trust litigation.